Accretive Wealth Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,341	Closed	-$390K	–	108
2021 Q3	$390K	Hold	2,341	–	–	0.28%	93
2021 Q2	$378K	Buy	+2,341	New	+$378K	0.27%	92